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Institutional & Family Asset Management’s NCR Atleos NATL Stock Holding History

Institutional & Family Asset Management’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-114
Closed -$2.77K – 765
2023
Q4 		$2.77K Buy
+114
New +$2.61K ﹤0.01% 541

Other funds holding NATL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Institutional & Family Asset Management's NATL Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of NCR Atleos (NATL) in Q1 2024, closing a stake of 114 shares — an estimated $2.77K sold.

Institutional & Family Asset Management first reported a position in NATL in Q4 2023 and held it in 1 quarter. The position peaked at $2.77K in Q4 2023. 283 funds tracked by Wall St. Rank hold NATL as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining NCR Atleos position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 114 NCR Atleos shares in Q1 2024, an estimated $2.77K.
  • Institutional & Family Asset Management first reported a position in NCR Atleos in Q4 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's NCR Atleos position peaked at $2.77K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.